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    Rahul Anand • Morgan Stanley

    Rahul Anand's questions to Rio Tinto PLC (RIO) leadership

    Rahul Anand's questions to Rio Tinto PLC (RIO) leadership • H1 2025

    Question

    Rahul Anand from Morgan Stanley asked about the revenue and cost impacts of the new, simplified iron ore product strategy, and the company's approach to managing the aluminum business amid US tariffs.

    Answer

    CFO Peter Cunningham noted the new iron ore strategy is being well-received by customers, with long-term benefits expected in capacity and capital intensity. CEO Jakob Stausholm added that the company has successfully navigated aluminum tariffs with limited impact, passing on costs and doubling the division's profitability through operational performance and strong bauxite pricing.

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    Rahul Anand's questions to Rio Tinto PLC (RIO) leadership • H1 2025

    Question

    Rahul Anand from Morgan Stanley asked about the revenue and cost implications of simplifying the Pilbara iron ore product streams and questioned the strategy for the aluminium business given the US tariff situation.

    Answer

    CFO Peter Cunningham explained that the iron ore product simplification is in early days but is expected to yield long-term benefits in production capacity and capital intensity. CEO Jakob Stausholm added that the company has successfully navigated the aluminium tariffs with limited impact, passing on costs and still doubling the segment's profitability through operational performance and strong bauxite pricing.

    Ask Fintool Equity Research AI